single-family houses creates less revenue opportunity for Masco , since multifamily units typically have smaller ..... lower-priced private-label plumbing brands that some of Masco 's large customers peddle. Masco is arguably "lower quality" than peer Fortune
Masco participates in a fragmented floor covering industry that is highly commoditized with little regard for brands.The company
results are likely to fluctuate alongside the housing market. Masco also carries some customer concentration risk since Home Depot ..... approximately 25% to our valuation and EPS estimates of competitor Masco , which is warranted, in our view, given the faster pace of
leverage to a recovery in U.S. residential construction and R&R spending, and favor the company over less competitively advantaged no-moat Masco . We maintain our $44 fair value estimate and narrow economic moat rating for FBHS.
Masco posted a challenging first quarter that was characterized by one-time weather-related issues as well as some ..... now $19 per share. We continue to favor Fortune Brands Home and Security as a higher quality close peer to Masco .
upgrades included Weyerhaeuser WY (rating: BBB-, no moat), Pioneer Natural Resources PXD (rating: BBB, narrow moat), and Masco MAS (rating: BB+, no moat), which were mainly driven by a reassessment of our forecasts for each of the company's financial
Masco posted a solid close to much improved 2013 financial results. The building products company reported fourth-quarter adjusted